Private Trust Company’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.9K | Sell |
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|
2025
Q2 | $64K | Hold |
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|
2025
Q1 | $73.7K | Sell |
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|
2024
Q4 | $71.1K | Hold |
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|
2024
Q3 | $73.8K | Sell |
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|
2024
Q2 | $85.7K | Sell |
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|
2024
Q1 | $82.9K | Sell |
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|
2023
Q4 | $86.1K | Buy |
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|
2023
Q3 | $72.1K | Buy |
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|
2023
Q2 | $64.8K | Hold |
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|
2023
Q1 | $54.1K | Hold |
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|
2022
Q4 | $42K | Hold |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $682K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $537K | Sell |
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|
2020
Q1 | $516K | Hold |
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|
2019
Q4 | $588K | Hold |
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|
2019
Q3 | $552K | Hold |
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|
2019
Q2 | $534K | Sell |
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|
2019
Q1 | $525K | Buy |
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|
2018
Q4 | $396K | Hold |
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|
2018
Q3 | $507K | Hold |
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|
2018
Q2 | $508K | Sell |
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|
2018
Q1 | $582K | Hold |
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|
2017
Q4 | $547K | Hold |
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|
2017
Q3 | $518K | Hold |
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|
2017
Q2 | $496K | Sell |
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|
2017
Q1 | $463K | Buy |
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